I began working with a financial advisor immediately after graduating from The Missouri University of Science and Technology with a degree in mechanical engineering. Since then, I have had a love for the markets and planning. The ability to strategize with clients and help structure their financial goals provides a fulfillment I was missing while in the engineering field.

I left consulting engineering after 15 years, 10 of which I practiced as a professional engineer providing forensic analysis after catastrophic losses. The many years spent as an engineer have prepared me for life as a financial advisor. I am able to apply the same process driven systems to help each of my clients achieve their financial goals.

I grew up in Independence, MO where I graduated from Truman High School. Now, my wife, Brianna, and I live in Lee's Summit with our two children, Knox and Brinkley. We also have two dogs, Lulu and Nessa. We spend most summers on the soccer fields, winters at wrestling meets and yearlong scouting events. Brianna owns her own dental practice where she treats kids and gets to enjoy singing Disney songs to her young, adoring patients.

In my free time, I'm an amateur woodworker and musician. I love being in the workshop and challenging myself with new projects. If you see me at a gig singing and playing the guitar, please say hello.

My goal is to treat you like family, so that I can protect your financial goals. Our working relationship will hopefully spill over into seeing each other at community events like the Leukemia & Lymphoma Society's man/woman of the year campaign, scouting, youth soccer or Chamber of Commerce.

Give me a call to let me show you why my clients love working with me and will continue our partnership through generations.

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • College Savings
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

My Personal Interests

  • Woodworking
  • Volunteering
  • Baseball
  • Football

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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